-97.6%
LCID vs FIVE
+31.2%
-128.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | -0.5% |
| 7D | -6.6% | +4.3% | -10.8% | -8.3% |
| 30D | -30.1% | +12.5% | -42.7% | -34.1% |
| 3M | -17.6% | +31.2% | -48.8% | -27.8% |
| 6M | -54.4% | +14.4% | -68.8% | -58.1% |
| YTD | -55.7% | +33.9% | -89.6% | -62.1% |
| 1Y | -71.0% | +65.1% | -136.1% | -77.6% |
| 3Y | -92.6% | +49.0% | -141.6% | -94.5% |
| All | -97.6% | +31.2% | -128.9% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FIVE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling